ELEVATION WEALTH PARTNERS, LLC
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in WBD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$26,899
+$10,039 QoQ
Shares Held
1,009
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,012
of 1,304 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $469,588 across 13 Entertainment names. WBD ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
2,723 | $262,088 | |
| 2 | NWSA |
News Corp
|
2,032 | $50,454 | |
| 3 | ROKU |
Roku, Inc
|
318 | $43,928 | |
| 4 | NFLX |
Netflix Inc
|
451 | $32,201 | |
| 5 | WBD |
Warner Bros. Discovery, Inc.
This page
|
1,009 | $26,899 | |
| 6 | MSGS |
Madison Square Garden Sports Corp.
|
45 | $18,082 | |
| 7 | LYV |
Live Nation Entertainment, Inc.
|
70 | $12,817 | |
| 8 | SIRI |
Sirius Xm Holdings Inc.
|
308 | $9,098 |
All Filings in WBD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,899 | 1,009 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $16,860 | 614 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,332 | 532 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $10,448 | 535 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,297 | 375 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $997 | 93 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $983 | 93 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $759 | 92 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,011 | 136 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $384 | 44 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,126 | 99 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $477 | 44 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $551 | 44 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $664 | 44 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||